See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,144 | $97,044-57.6% | $83,333-50.6% | $135,375-69.6% |
| Participation rate | 54.2% | 80.4%-26.2pp | 77.8%-23.6pp | 82.6%-28.5pp |
| Annual return | -3.11% | 12.31%-15.4pp | 10.63%-13.7pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,724 | $4,143-58.4% | $3,379-49.0% | $4,779-63.9% |
| Participant deferral / active EE | $2,308 | $5,964-61.3% | $5,565-58.5% | $5,609-58.9% |
| Admin fee / account holder | $254 | $8,380-97.0% | $7,510-96.6% | $10,827-97.7% |